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Junior Portfolio Management Specialist

2 months ago

Austin, Texas, United States augmentjobs Full time
Job OverviewPosition: Investment Portfolio Associate

As an Investment Portfolio Associate, you will play a crucial role in the stewardship and enhancement of client investment portfolios. Collaborating closely with senior portfolio managers, your responsibilities will include portfolio evaluation, asset distribution, and the formulation of investment strategies aimed at fulfilling client goals and optimizing returns.

Key Responsibilities:
  • Assist in the oversight of client investment portfolios, focusing on asset distribution, rebalancing, and performance assessment.
  • Conduct comprehensive research and analysis on securities, market dynamics, and economic factors to guide investment choices.
  • Support the creation and execution of investment strategies customized to client requirements and risk profiles.
  • Prepare in-depth portfolio reports, performance evaluations, and investment recommendations for clients and internal teams.
  • Monitor portfolio performance, identifying and mitigating any discrepancies or potential risks.
  • Engage in client meetings, offering insights and recommendations regarding investment strategies.
  • Collaborate with the investment team to discover new investment opportunities and enhance portfolio performance.
  • Ensure adherence to regulatory standards and internal policies throughout portfolio management processes.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related discipline.
  • 2-3 years of experience in portfolio management, investment analysis, or a similar field.
  • Progress towards or completion of CFA or equivalent professional certification is highly desirable.
  • Strong analytical and quantitative capabilities, with expertise in financial modeling and analytical tools.
  • Thorough understanding of financial markets, investment vehicles, and portfolio management methodologies.
  • Exceptional communication skills, with the ability to convey complex financial concepts clearly.
  • High attention to detail and precision in portfolio management tasks.
  • Ability to work effectively both independently and collaboratively within a team environment.